Determine the right amount of growth capital needed.
Provide Business Plan Development Expertise
Develop business plan fundamentals and client growth story.
Ensure that the business plan and growth story are suited for the mezzanine debt lender.
Write the business plan using pro forma concepts and other analytical tools.
Targeting the Mezzanine Debt Market
Select the appropriate mezzanine debt lenders to target from our database.
Provide background information and market information about each mezzanine debt lender.
Develop the mezzanine debt lender target list based on size, type of deal and company.
Contact the mezzanine debt lender.
Introduce the mezzanine debt lender to the company.
Manage the Mezzanine Debt Process
Distribute the business plan and help educate the mezzanine debt lender as to the company’s strategy.
Provide high level commentary to the mezzanine debt lenders about the company.
Manage the mezzanine debt lender interaction process.
Provide Value Added Insight to Selection of Mezzanine Debt Lender
Assist management in assessing the value of each mezzanine debt proposal.
Assist management decide which mezzanine debt lender is preferable to move forward with.
Assist management select the mezzanine debt lender that offers the best combination of capital flexibility and long term value.
Coach Management and Manage the Mezzanine Debt Closing Process
Prepare and coach the company for financial review and business review conducted by the mezzanine debt lender.
Manage the closing process in conjunction with the company’s counsel.
